Using Packages for Component Part Items (Package Headers)

In some situations, you might have an item that is "built out of" a series of component parts and still need to get accurate availability and show different prices for each different configuration of components.

A common example might be something like Marquees.

Often, Marquees might have several different configurations and sizes and those configurations/sizes will have different prices BUT use the same component parts.

So, in order to get accurate availability of the different configurations we need to track availability of the components first.

Firstly, you'll need to create the component items.
A certain size marquee might require 10 Pegs and 6 Poles for example, so we'll need to create one item for each of those.

Usually, component items do not have their own individual price and instead the price will be on the "Package Header".

However, if you do choose to add a price to the component items, this price will only be used if it's Hired separately outside of the package.

If you don't already have the component items in your system, you'll need to create them as per below:

• Go to Setup > Items

• Click "New Item"

• Name your item, assign an Item Type that is a "Hire" item type.

• Save Changes.
  

A package header item does not represent an actual physical item and is used in situations where you need to charge for a group of items in a package, but have the price consolidated onto one line on the Invoice.

You'll need to create a package header for each unique configuration of components that is priced differently.

• Go to Setup > Items

• Click "New Item

• Name your item, then click on the Configuration blue text to show more options.

• Tick the Non Stock checkbox.

• Not Selectable (Package Header) checkbox.

• Save changes.

Once you've created your component items and your Package header(s) you'll need to create the package itself.

• Go to Setup > Item Related > Item Packages

• Create a New Package

• Name your package after the configuration of components that you are charging for.

• On the first item line, you'll want to add the Package Header item(s) created in the last step that matches your package Description.

• Next, add in a price for that item which should be the Package's total price.

• In the following item lines, add in each of the required component items that are needed to "build" the Package Header as well as the Quanity required.

Note: If your package requires 10 Pegs and 6 poles, you'll need to make sure that you enter in a Qty of 10 and 6 for the corresponding lines within the package.

Once completed, save changes.
If done correctly, your package will appear as a regular item with a blue "P" icon when selecting an item to add to an Invoice.

Navigate to Sales/Hire > Availability.

Click the dropdown arrow located to the right of the Item field.

Select the desired package from the dropdown list. Packages are easily identifiable by a blue 'P' icon.

Once you have selected a package, the package details will be displayed on the first line in the Availability section. All components included in the package will be listed below this information.

The first line will indicate the number of packages able to be "Built" out of the available component items, based on the required Qty in the Package setup.